{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/93522d253f144310a6679f6ac91bf8b5\" frameborder=\"0\" width=\"1320\" height=\"990\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":990,"width":1320,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":990,"thumbnail_width":1320,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/93522d253f144310a6679f6ac91bf8b5-c5bc30810d1fd839.gif","duration":84.0315,"title":"How to Change Default Statement Settings for a Portfolio 📊","description":"In this video, I walk you through the process of changing the default statement settings for a portfolio in our system. First, we access the global settings by clicking on our initials and navigating to the statement settings under accounting. I demonstrate how to create a new statement setting and configure it accordingly. Then, I show you how to apply these settings at the portfolio level by selecting the desired portfolio and using the edit button. Please follow along and make these adjustments as needed for your portfolios."}